OpenCase - Build Your Own Stock Baskets

An open-source, self-hostable platform for creating, managing, and investing in custom stock baskets. Supports multiple brokers including Zerodha Kite and Angel One with unified symbol format.

Project Overview

Name: OpenCase
Goal: Enable users to create and manage personalized stock portfolios with multi-broker support
Tech Stack: Hono + TypeScript + Cloudflare Pages/Workers + D1 Database + KV Storage

Features

Core Features

User Authentication System
- Email/Password signup and login
- First user automatically becomes admin
- Session management with KV storage
- Profile management
Multi-Broker Support
- Zerodha Kite Connect API (OAuth)
- Angel One Smart API (TOTP)
- Modular architecture for adding new brokers
- Unified symbol format across brokers
- Common holdings format for both brokers
Broker Account Management
- Add multiple broker accounts per user
- Connect/disconnect accounts
- TOTP-based authentication for Angel One
- OAuth flow for Zerodha
- Encrypted credential storage
- Active broker selection
Basket Management
- Create custom stock baskets (up to 100 stocks)
- Set custom weightages (must sum to 100%)
- Equal weight allocation with auto-calculation
- Theme-based categorization
- Risk level classification (low/moderate/high)
- Benchmark selection for comparison
Pre-built Templates
- IT Leaders, Banking Giants, Pharma Champions
- FMCG Essentials, Auto Revolution
- Nifty 50 Core, Dividend Kings, Small Cap Stars
Investment Features
- One-click basket purchase
- Direct order placement via broker API
- Investment tracking with P&L
- Portfolio rebalancing
- Holdings sync from broker
SIP (Systematic Investment Plan)
- Daily/Weekly/Monthly frequency
- Configurable investment dates
- Pause/Resume/Cancel SIPs
Alerts System
- Price alerts, Rebalance alerts
- P&L alerts, SIP reminders

Master Instruments & Indices

Unified Instrument Database
- Download instruments from Zerodha and AngelOne
- Merged master instruments with unified symbols
- Broker-specific tokens preserved for API calls
- Real-time LTP fetching from connected broker
Index Support for Benchmarking
- NSE indices (NSE_INDEX exchange)
- BSE indices (BSE_INDEX exchange)
- Normalized index symbols (NIFTY, BANKNIFTY, FINNIFTY, etc.)
- 190+ NSE indices, 110+ BSE indices
- Common format across Zerodha and AngelOne

Holdings & Portfolio

Broker Holdings Integration
- Fetch holdings from connected broker (Zerodha/AngelOne)
- Common holdings format: symbol, exchange, quantity, product, pnl
- Unified symbol lookup from master instruments
- OpenCase holdings vs Broker holdings comparison

API Endpoints

Setup & Configuration

GET /api/setup/status - Check configuration status
GET /api/setup/brokers - List supported brokers
POST /api/setup/configure - Save broker API credentials
PUT /api/setup/default-broker - Set default broker

User Authentication

GET /api/user/status - Check user auth status
POST /api/user/signup - Create new account (first user = admin)
POST /api/user/login - Login with email/password
POST /api/user/logout - Clear session
GET /api/user/profile - Get user profile
PUT /api/user/profile - Update profile

Broker Accounts

GET /api/broker-accounts - List user's broker accounts
POST /api/broker-accounts - Add new broker account
DELETE /api/broker-accounts/:id - Remove broker account
POST /api/broker-accounts/:id/connect - Connect to broker (OAuth/TOTP)
POST /api/broker-accounts/:id/disconnect - Disconnect from broker
GET /api/broker-accounts/active - Get active connected account

Baskets

GET /api/baskets - List user's baskets
GET /api/baskets/templates - Get pre-built templates
POST /api/baskets - Create new basket (up to 100 stocks)
PUT /api/baskets/:id - Update basket
DELETE /api/baskets/:id - Delete basket
POST /api/baskets/calculate-weights - Calculate equal weights

Investments

GET /api/investments - List investments
POST /api/investments/buy/:basketId - Generate buy orders
GET /api/investments/:id - Get investment details
POST /api/investments/:id/rebalance - Execute rebalance

Portfolio

GET /api/portfolio/summary - Portfolio summary with P&L
GET /api/portfolio/holdings - Get OpenCase holdings
GET /api/portfolio/broker-holdings - Get holdings from connected broker

Instruments

GET /api/instruments/search?q=:query - Search stocks with LTP
GET /api/instruments/indices - List all indices for benchmarking
GET /api/instruments/indices?exchange=NSE_INDEX - NSE indices only
GET /api/instruments/indices?q=NIFTY - Search indices
GET /api/instruments/popular - Popular stocks with LTP
GET /api/instruments/ltp?symbols=NSE:TCS,NSE:INFY - Get LTP for symbols
POST /api/instruments/download - Download Zerodha instruments
POST /api/instruments/download-angelone - Download AngelOne instruments
GET /api/instruments/status - Check download status with counts

SIP

GET /api/sip - List user's SIPs
POST /api/sip - Create new SIP
PUT /api/sip/:id - Update SIP
POST /api/sip/:id/pause - Pause SIP
POST /api/sip/:id/resume - Resume SIP
DELETE /api/sip/:id - Cancel SIP

Legacy Authentication

GET /api/auth/login - Redirect to broker login
GET /api/auth/callback - OAuth callback handler
GET /api/auth/status - Check authentication status
POST /api/auth/logout - Clear session

Documentation

Design Documentation - Architecture, UI/UX, Components, Database, API specs
Common Indices Reference - Index symbol mapping for Zerodha & AngelOne

Local Development

Quick Start

# Install dependencies
npm install

# Apply database migrations
npm run db:migrate:local

# Seed with template data
npm run db:seed

# Build the project
npm run build

# Start development server
npm run dev

Windows Setup

Prerequisites: Node.js 18+, Git
Clone: git clone https://github.com/marketcalls/opencase.git
Install: npm install
Setup DB: npm run db:migrate:local && npm run db:seed
Build: npm run build
Run: npm run dev
Open: http://localhost:3000

User Flow

New User Setup:

Open http://localhost:3000
Click "Sign Up" (first user becomes admin)
Enter name, email, and password
After signup, you'll be redirected to onboarding
Add your first broker account (Zerodha or Angel One)
Enter API credentials
Click "Connect" to authenticate with your broker
Download master instruments from /contracts page
Start creating baskets!

Adding Broker Accounts:

Go to /accounts page
Click "Add Account"
Select broker type (Zerodha or Angel One)
Enter API credentials
For Zerodha: Click Connect -> OAuth redirect
For Angel One: Enter TOTP code when prompted

Get API credentials from:

Zerodha: https://developers.kite.trade
Angel One: https://smartapi.angelbroking.com

NPM Scripts

Script	Description
`npm run dev`	Vite dev server with hot reload
`npm run dev:sandbox`	Wrangler Pages dev (local D1)
`npm run build`	Build for production
`npm run db:migrate:local`	Apply migrations
`npm run db:seed`	Seed templates
`npm run db:reset`	Reset local database
`npm run deploy`	Deploy to Cloudflare Pages

Docker Deployment

Quick Start with Docker

# Build and run with Docker Compose
docker-compose up -d

# View logs
docker-compose logs -f

# Stop
docker-compose down

Docker Commands

# Build the image
docker build -t opencase .

# Run container
docker run -d -p 3000:3000 --name opencase opencase

# Run with persistent data
docker run -d -p 3000:3000 \
  -v opencase-data:/app/.wrangler/state/v3/d1 \
  -e ENCRYPTION_KEY=your-secure-key-32chars!! \
  --name opencase opencase

Development with Docker

# Run with hot-reload (mounts source code)
docker-compose -f docker-compose.yml -f docker-compose.dev.yml up

# Rebuild after changes
docker-compose up --build

Docker Files

File	Description
`Dockerfile`	Multi-stage production build
`Dockerfile.dev`	Development build with all dependencies
`docker-compose.yml`	Production compose configuration
`docker-compose.dev.yml`	Development override with volume mounts
`.dockerignore`	Files excluded from build context

Deployment to Cloudflare

# Create D1 database
npx wrangler d1 create opencase-db

# Apply migrations
npm run db:migrate:prod

# Deploy
npm run deploy:prod

# Set secrets
npx wrangler pages secret put ENCRYPTION_KEY --project-name opencase

Configuration

wrangler.jsonc

{
  "name": "opencase",
  "compatibility_date": "2025-12-06",
  "pages_build_output_dir": "./dist",
  "d1_databases": [{
    "binding": "DB",
    "database_name": "opencase-db",
    "database_id": "your-database-id"
  }],
  "kv_namespaces": [{
    "binding": "KV",
    "id": "your-kv-id"
  }]
}

Tech Stack

Backend: Hono (TypeScript)
Database: Cloudflare D1 (SQLite)
Cache: Cloudflare KV
Frontend: Vanilla JS + TailwindCSS (CDN)
Charts: Chart.js
Build: Vite
Deployment: Cloudflare Pages

Project Structure

opencase/
├── src/
│   ├── index.tsx          # Main app with HTML routes
│   ├── routes/            # API route handlers
│   │   ├── auth.ts        # Legacy auth routes
│   │   ├── baskets.ts     # Basket CRUD
│   │   ├── broker.ts      # Broker account management
│   │   ├── instruments.ts # Stock search, indices, downloads
│   │   ├── investments.ts # Investment operations
│   │   ├── portfolio.ts   # Holdings & portfolio
│   │   ├── setup.ts       # Platform setup
│   │   ├── sip.ts         # SIP management
│   │   └── user.ts        # User authentication
│   ├── lib/               # Utility libraries
│   │   ├── kite.ts        # Zerodha API client
│   │   ├── angelone.ts    # AngelOne API client
│   │   └── utils.ts       # Common utilities
│   └── types/             # TypeScript definitions
├── public/
│   └── static/
│       └── app.js         # Frontend JavaScript
├── migrations/            # D1 database migrations
├── design/                # Design documentation
│   ├── ARCHITECTURE.md
│   ├── UI-UX-SPEC.md
│   ├── COMPONENTS.md
│   ├── DATABASE.md
│   └── API.md
├── docs/                  # Additional documentation
│   └── COMMON-INDICES.md  # Index symbol reference
└── wrangler.jsonc         # Cloudflare configuration

Pending Features

License

AGPL3 License - See LICENSE file for details.

Contributing

See CONTRIBUTING.md for contribution guidelines.

Disclaimer

This platform is not affiliated with Zerodha, Angel One, or Smallcase. Use at your own risk. Always verify orders before executing. This is not investment advice.

Last Updated: December 8, 2025 Status: Active Development Version: 1.0.0

Name		Name	Last commit message	Last commit date
Latest commit History 49 Commits
.claude		.claude
design		design
docs		docs
migrations		migrations
public/static		public/static
src		src
.dockerignore		.dockerignore
.gitignore		.gitignore
Dockerfile		Dockerfile
Dockerfile.dev		Dockerfile.dev
LICENSE		LICENSE
README.md		README.md
SECURITY.md		SECURITY.md
docker-compose.dev.yml		docker-compose.dev.yml
docker-compose.yml		docker-compose.yml
ecosystem.config.cjs		ecosystem.config.cjs
opencase.config.yaml		opencase.config.yaml
package-lock.json		package-lock.json
package.json		package.json
seed.sql		seed.sql
tsconfig.json		tsconfig.json
vite.config.ts		vite.config.ts
wrangler.jsonc		wrangler.jsonc

License

marketcalls/opencase

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OpenCase - Build Your Own Stock Baskets

Project Overview

Features

Core Features

Master Instruments & Indices

Holdings & Portfolio

API Endpoints

Setup & Configuration

User Authentication

Broker Accounts

Baskets

Investments

Portfolio

Instruments

SIP

Legacy Authentication

Documentation

Local Development

Quick Start

Windows Setup

User Flow

NPM Scripts

Docker Deployment

Quick Start with Docker

Docker Commands

Development with Docker

Docker Files

Deployment to Cloudflare

Configuration

wrangler.jsonc

Tech Stack

Project Structure

Pending Features

License

Contributing

Disclaimer

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